Grants Management Tax Status Verification Upgrade

1. Structural Changes

The JSON payload structure is moving from a deeply nested, internal schema to a standardized API response.

• Old Path: Data was located deep within sources → org.guidestar.main.v1 → record.

• New Path: Data is now organized into logical blocks: data.summary, data.financials, data.operations, and data.charitycheck.

Visual Comparison:

Old "Internal" Structure:

{
  "sources": {
    "org.guidestar.main.v1": [
      {
        "record": {
           "organization_name": "Candid",
           "ein": "13-1837418"
        }
      }
    ]
  }
}

New "Candid Premier API" Structure:

{
  "data": {
    "summary": {
       "organization_name": "Candid",
       "ein": "13-1837418"
    },
    "charitycheck": {
       "pub78_verified": "True"
    }
  }
}

2. Field Mapping Guide

The following table outlines where common data points have moved.

3. New Data Available

The new payload provides significantly richer data that was previously unavailable. You may wish to parse these new nodes for your records:

• Demographics: Located in data.operations.organization_demographics. Includes breakdowns for staff/board by gender, race, and disability status.

• Financials: Located in data.financials.most_recent_year_financials. Includes total_revenue, total_expenses, assets_total, etc.

• People: Located in data.operations. Includes leader_name, board_chair_name, and a board_of_directors array.

4. JSON File Attachment Logic (New)

To ensure data integrity, we have introduced a file-based fail-safe.

1. Primary Write: The system will attempt to write the JSON payload to the RawTaxStatusSearchResults__c long text field.

2. Size Check: If the payload exceeds 131,072 characters (Salesforce Long Text limit), the system will skip writing to the Raw Tax Status Search Results text field entirely (leaving it blank). It does not truncate the data.

3. Attachment: The full JSON is now always attached to the Verification Check record as a .json file.

   • Recommendation: For robust automation (especially when parsing the new Financial or Demographic arrays), we recommend updating your scripts to read the attached file content rather than the text field.

Appendix: Full JSON Payload Comparison

To assist developers in updating parsing logic, we have provided the complete, raw JSON responses for both the legacy internal database and the new Candid Premier API below.

Legacy Payload (Internal Database) 

Note: This structure is being deprecated.

{
	"sources": {
		"org.guidestar.main.v1": [
			{
				"hash": "a1a35081f1939a7ecbcc05f1fb0557cf",
				"record": {
					"ein": "94-3347800",
					"zip": "94105",
					"city": "San Francisco",
					"state": "CA",
					"country": "",
					"mission": "The Salesforce Foundation funds education and workforce development programs that equip young people with the skills, opportunities, and support to reach their full potential. Together with our partners, we are committed to creating a world where equitable futures are available to everyone.",
					"bridge_id": "3460080067",
					"ntee_code": "T30",
					"parent_org": "",
					"ofac_status": "N",
					"ruling_year": "2000",
					"website_url": "https://www.salesforce.com/company/philanthropy/salesforce-foundation/",
					"509_a_status": "Only applies to 501(c)(3) public charities",
					"assets_total": "395528825",
					"MostRecentIRB": "2026-01-12 00:00:00",
					"also_known_as": "Salesforce.com Foundation",
					"revenue_total": "37717252",
					"address_line_1": "Salesforce West",
					"address_line_2": "50 Fremont Street, Suite 300",
					"expenses_total": "37722798",
					"pub78_verified": "Y",
					"fiscal_year_end": "2024-01-31 00:00:00",
					"foundation_code": "04",
					"most_recent_bmf": "2025-12-10 00:00:00",
					"no_of_employees": "",
					"organization_id": "8424440",
					"subsection_code": "501(c)(3)",
					"impact_statement": "",
					"no_of_volunteers": "",
					"charity_check_aka": "Salesforce.com Foundation",
					"doing_business_as": "Salesforce.com Foundation",
					"fiscal_year_start": "2023-02-01 00:00:00",
					"irb_last_modified": "",
					"liabilities_total": "870787",
					"most_recent_pub78": "2025-12-12 00:00:00",
					"organization_name": "Salesforce.com/Foundation",
					"total_grants_made": "27",
					"year_incorporated": "1999",
					"bmf_pub78_conflict": "0",
					"incorporation_year": "1999",
					"reinstatement_date": "",
					"revenue_govt_grants": "",
					"revenue_investments": "",
					"sum_of_grant_amounts": "36145900",
					"ntee_code_description": "Public Foundations",
					"racial_social_justice": "",
					"revenue_contributions": "34009105",
					"areas_served_narrative": "",
					"subsection_description": "Private Foundations and Public Charities",
					"fundraising_contact_email": "",
					"fundraising_contact_title": "",
					"fundraising_contact_prefix": "",
					"charity_check_last_modified": "2025-09-22 10:10:50.893000000",
					"foundation_code_description": "Private nonoperating foundation",
					"affiliation_code_description": "Independent - This code is used if the organization is an indepenedent organization or an independent auxiliary (i.e., not affiliated with a a National, Regional, or Geographic grouping of organizations).",
					"fundraising_contact_last_name": "",
					"fundraising_contact_first_name": ""
				},
				"create_timestamp": 1768232224,
				"update_timestamp": 1768232224
			}
		]
	},
	"metadata": {
		"create_timestamp": 1682332011000,
		"update_timestamp": 1768898980000
	},
	"identifiers": [
		{
			"id": "org.guidestar.main.v1.organization_id",
			"type": "unique_identifier",
			"value": "8424440",
			"dataset": "org.guidestar.main.v1",
			"is_unique": true,
			"country_code": "US"
		},
		{
			"id": "gov.us.ein",
			"type": "common_identifier",
			"value": "94-3347800",
			"dataset": "org.guidestar.main.v1",
			"is_unique": false,
			"country_code": "US"
		},
		{
			"id": "organization_name",
			"value": "Salesforce.com/Foundation",
			"type": "common_identifier",
			"dataset": "_all"
		}
	]
}

New Payload (Candid Premier API) 

Note: This is the active format effective immediately upon upgrade.

{
   "code":200,
   "message":"Request was processed successfully!",
   "took":79,
   "errors":[
      
   ],
   "data":{
      "summary":{
         "organization_id":8424440,
         "organization_name":"Salesforce Foundation",
         "ein":"94-3347800",
         "bridge_id":"",
         "address_line_1":"Salesforce West 50 Fremont Street Suite 300",
         "address_line_2":"",
         "city":"San Francisco",
         "state":"CA",
         "zip":"94105",
         "county":"San Francisco",
         "latitude":"37.791071",
         "longitude":"-122.397456",
         "fax":"(415)901-8501",
         "govt_registered_name":"Salesforce Com Foundation",
         "also_known_as":"Salesforce.com Foundation",
         "fiscal_year_end":" ",
         "fiscal_year_start":" ",
         "affiliation_code":"3",
         "affiliation_description":"Independent - This code is used if the organization is an indepenedent organization or an independent auxiliary (i.e., not affiliated with a a National, Regional, or Geographic grouping of organizations).",
         "contact_name":" ",
         "contact_title":"",
         "contact_email":"",
         "contact_phone":"866-924-0450",
         "contact_fax":"415-901-8501",
         "gs_profile_update_level":"None",
         "gs_profile_update_level_logo":"Not found",
         "deductibility_code":"1",
         "deductibility_description":"Contributions are deductible, as provided by law",
         "donation_to_ein":"",
         "donation_to_name":"",
         "donation_page":"",
         "areas_served_narrative":"",
         "ruling_year":"2000",
         "gs_public_report":"https://www.guidestar.org/profile/94-3347800",
         "gs_pro_pdf":"https://apidata.guidestar.org/premier/v1/propdf/94-3347800",
         "gs_financial_trends_analysis_pdf":"https://apidata.guidestar.org/premier/v1/ftapdf/94-3347800",
         "impact_statement":"",
         "subsection_code":"03",
         "subsection_description":"501(c)(3) Private Nonoperating Foundation",
         "keywords":"Salesforce, Foundation, Education, Workforce Development, Communities, Equity, Philanthropy",
         "logo_url":"https://docs.candid.org/edoc/6261759",
         "mission":"The Salesforce Foundation funds education and workforce development programs that equip young people with the skills, opportunities, and support to reach their full potential. Together with our partners, we are committed to creating a world where equitable futures are available to everyone.",
         "is_national_hq":false,
         "demographics_status":"This organization has provided Candid Demographics Data on 10/20/2025",
         "demographics_status_nonprofit":"Your organization has provided Candid Demographics Data on 10/20/2025",
         "ntee_code":"T30 -  Public Foundations",
         "sdg":{
            "id":17,
            "description":"Partnerships for the Goals"
         },
         "website_url":"http://WWW.SALESFORCE.COM/COMPANY/PHI",
         "year_founded":"",
         "year_incorporated":"1999",
         "is_non_bmf_org":false,
         "first_on_bmf_date":"2002-06-13T14:49:00Z",
         "last_on_bmf_date":"2025-12-10T00:00:00Z",
         "profile_data_change_dates":{
            "primary_address_last_modified":"2020-11-04T17:04:47Z",
            "payment_address_last_modified":null,
            "primary_contact_email_last_modified":null,
            "fundraising_contact_email_last_modified":null,
            "org_website_last_modified":"2020-11-30T13:42:20Z",
            "seal_last_modified":null,
            "dei_last_modified":"2025-10-20T17:20:08Z"
         },
         "addresses":[
            {
               "address_line_1":"Salesforce West 50 Fremont Street Suite 300",
               "address_line_2":"",
               "city":"San Francisco",
               "state":"CA",
               "postal_code":"94105",
               "country":"USA",
               "address_type":"Main Address"
            },
            {
               "address_line_1":"50 Fremont St Ste 300",
               "address_line_2":"",
               "city":"San Francisco",
               "state":"CA",
               "postal_code":"94105-2231",
               "country":"USA",
               "address_type":"Physical Address"
            }
         ],
         "affiliations":null,
         "awards":null,
         "formerly_known_as":[
            {
               "former_name":"",
               "year":""
            }
         ],
         "forms_1023_1024":null,
         "letters_of_determination":null,
         "letters_of_dissolution":null,
         "ntee_codes":[
            {
               "ntee_code":"T30",
               "primary_code":"T",
               "primary_description":"Philanthropy, Voluntarism, and Grantmaking Foundations",
               "sub_code":"30",
               "sub_description":" Public Foundations"
            }
         ],
         "naics_code":{
            "naics_code":"813211",
            "naics_description":"Grantmaking Foundations"
         },
         "sic_codes":[
            {
               "sic_code":"6732",
               "sic_description":"TRUSTS: EDUCATIONAL, RELIGIOUS, ETC."
            }
         ],
         "platinum_evaluation_documents":[
            {
               "document_name":"",
               "document_year":"2020",
               "document_url":"https://docs.candid.org/edoc/6261758/document.pdf",
               "document_type":"audited financials"
            }
         ],
         "other_documents":[
            
         ],
         "photos":[
            
         ],
         "social_media_urls":[
            "https://www.facebook.com/Salesforce.comFoundation",
            "https://twitter.com/SFDCFoundation",
            "http://www.youtube.com/salesforcefoundation"
         ],
         "telephone_numbers":[
            {
               "telephone_number":"866-924-0450",
               "telephone_type":"Preferred"
            }
         ],
         "videos":[
            
         ],
         "org_collect_feedback":false,
         "org_feedback_example":"",
         "org_quiz_interest":null,
         "org_learn_more":null,
         "feedback_responses":[
            
         ],
         "pcs_codes":[
            {
               "pcs_facet":"Subject",
               "pcs_code":"SB000000",
               "pcs_description":"Education",
               "pcs_parent_code":"",
               "pcs_parent_description":""
            },
            {
               "pcs_facet":"Support",
               "pcs_code":"UF0200",
               "pcs_description":"Equipment",
               "pcs_parent_code":"UF0000",
               "pcs_parent_description":"Capital and infrastructure"
            },
            {
               "pcs_facet":"Support",
               "pcs_code":"UN0000",
               "pcs_description":"Program support",
               "pcs_parent_code":"",
               "pcs_parent_description":""
            },
            {
               "pcs_facet":"Support",
               "pcs_code":"UD0100",
               "pcs_description":"Technical assistance",
               "pcs_parent_code":"UD0000",
               "pcs_parent_description":"Capacity-building and technical assistance"
            },
            {
               "pcs_facet":"Transaction",
               "pcs_code":"TD00",
               "pcs_description":"Employee matching gifts",
               "pcs_parent_code":"",
               "pcs_parent_description":""
            },
            {
               "pcs_facet":"Transaction",
               "pcs_code":"TK00",
               "pcs_description":"Grants to individuals",
               "pcs_parent_code":"",
               "pcs_parent_description":""
            },
            {
               "pcs_facet":"Population",
               "pcs_code":"PG030200",
               "pcs_description":"Low-income people",
               "pcs_parent_code":"PG030000",
               "pcs_parent_description":"Economically disadvantaged people"
            },
            {
               "pcs_facet":"Organization",
               "pcs_code":"EA030100",
               "pcs_description":"Company-sponsored foundations",
               "pcs_parent_code":"EA030000",
               "pcs_parent_description":"Foundations"
            }
         ],
         "profile_sdg_codes":[
            {
               "id":4,
               "description":"Quality Education"
            },
            {
               "id":8,
               "description":"Decent Work and Economic Growth"
            },
            {
               "id":11,
               "description":"Sustainable Cities and Communities"
            }
         ]
      },
      "programs":{
         "programs":[
            {
               "name":"Technology Grants for Youth Development",
               "description":"These grants are awarded to visionary nonprofit organizations, which focus on youth development, for technology projects or solutions that advance their organization's core mission. Grants are awarded in a range between $5,000 and $15,000, and are funded in $5,000 increments",
               "target_population":"",
               "target_population2":"",
               "budget":"",
               "areas_served":[
                  
               ]
            },
            {
               "name":"Turn It Up Grants",
               "description":"These $10,000 grants are awarded to visionary nonprofit organizations to enable them to develop their use of salesforce.com applications. Successful applicants show that customization and enhanced use of salesforce.com technology support their ability to implement their social change mission. Eligible applicants must be active (at least one login per week for at least one year) users of the salesforce.com application, and be based in Africa, Australia, Europe, Hong Kong, India, Japan, Middle East, New Zealand, Singapore, or Thailand",
               "target_population":"",
               "target_population2":"",
               "budget":"",
               "areas_served":[
                  
               ]
            },
            {
               "name":"Development Grants",
               "description":"This program provides one application development grant to a nonprofit customer or partner to develop a replicable application for salesforce.com's AppExchange, that is specifically designed for the nonprofit sector and provided at no cost. Proposals must address a specific need that prevails in the nonprofit sector, is not currently being addressed by existing salesforce.com solution partners, and has the ability to be shared via the AppExchange to the nonprofit community with minimal associated costs to nonprofit organizations for implementation and maintenance",
               "target_population":"",
               "target_population2":"",
               "budget":"",
               "areas_served":[
                  
               ]
            },
            {
               "name":"Community Action Team (CAT) Grants",
               "description":"These grants, open only to salesforce.com employees, are inspired and led by employees who partner with local charitable organizations to identify needs, plan activities, and participate in volunteer activities",
               "target_population":"",
               "target_population2":"",
               "budget":"",
               "areas_served":[
                  
               ]
            },
            {
               "name":"Dollars for Doers",
               "description":"Salesforce.com employees who have volunteered a minimum of ten hours with an organization in any given year are eligible for a grant. For every ten hours volunteered, the foundation will donate $100, with an annual donation cap of $500 per employee",
               "target_population":"",
               "target_population2":"",
               "budget":"",
               "areas_served":[
                  
               ]
            }
         ],
         "platinum_metrics":[
            
         ],
         "charting_impact_answers":[
            {
               "question":"How would you summarize the problem or need your organization is working to address?",
               "answer":"We are committed to: providing students with the resources and educational experiences they need to realize their potential; ensuring that young people—regardless of background, circumstance, or postal code—have the skills, networks, and opportunities to thrive in the careers of today and tomorrow; and ending homelessness and disrupting the cycle of poverty so that all children, families, and communities have an equal shot at success."
            }
         ]
      },
      "financials":{
         "most_recent_year_financials":{
            "period_begin":"2024-02-01T00:00:00Z",
            "period_end":"2025-01-31T00:00:00Z",
            "fiscal_year":2025,
            "form_type":"990PF",
            "data_source":"IRS Form 990",
            "assets_total":397888517,
            "total_liabilities":535093,
            "revenue_contributions":0,
            "revenue_govt_grants":0,
            "revenue_program_services":0,
            "revenue_investments":22851156,
            "revenue_special_events":0,
            "revenue_sales":0,
            "revenue_other":0,
            "total_revenue":0,
            "expense_administration":0,
            "expense_program_services":0,
            "expense_fundraising":0,
            "expense_accounting":59220,
            "expense_advertising_promotion":0,
            "expense_info_technology":0,
            "expense_insurance":0,
            "expense_interest":0,
            "expense_investment_management":0,
            "expense_legal":3291,
            "expense_pension_plan":0,
            "expense_professional_fundraising":0,
            "unrestricted_net_assets":0,
            "net_fixed_assets_LBE":0,
            "notes_payable_mortgages":0,
            "months_of_cash":"",
            "expense_professional_fees":1406000,
            "expense_publications":0,
            "expense_operating_admin":1959590,
            "expense_gifts_grants_paid":35938600,
            "total_expense_disbursements":37898190,
            "expenses_total":37898190,
            "net_gain_loss":-23763381,
            "expense_salaries_employee_benefits":0,
            "cash_and_equivalent_assets":2015120,
            "investments_us_government":0,
            "investments_stock":0,
            "investments_bonds":0,
            "investments_other":395873397,
            "land_buildings_equipment":0,
            "other_assets":0
         },
         "f990_financials":null,
         "pf990_financials":[
            {
               "period_begin":"2024-02-01T00:00:00Z",
               "period_end":"2025-01-31T00:00:00Z",
               "cash_equivalent_investible_assets":2015120,
               "net_investment_income":22851156,
               "adjusted_net_income":0,
               "total_operating_expenses":1959590,
               "contributions":35938600,
               "total_expenses":37898190,
               "expense_accounting":59220,
               "expense_interest":0,
               "expense_legal":3291,
               "expense_professional_fees":1406000,
               "expense_pension_plans":0,
               "expense_publications":0,
               "investments_us_state_govt":0,
               "investments_stocks":0,
               "investments_bonds":0,
               "investments_other":395873397,
               "land_buildings_equipment":0,
               "other_assets":0,
               "total_assets":397888517,
               "total_liabilities":535093,
               "net_assets":397353424,
               "income_total":14134809
            },
            {
               "period_begin":"2023-02-01T00:00:00Z",
               "period_end":"2024-01-31T00:00:00Z",
               "cash_equivalent_investible_assets":20026679,
               "net_investment_income":14539459,
               "adjusted_net_income":0,
               "total_operating_expenses":1576898,
               "contributions":36145900,
               "total_expenses":37722798,
               "expense_accounting":56900,
               "expense_interest":0,
               "expense_legal":2430,
               "expense_professional_fees":1270000,
               "expense_pension_plans":0,
               "expense_publications":0,
               "investments_us_state_govt":0,
               "investments_stocks":0,
               "investments_bonds":0,
               "investments_other":375502146,
               "land_buildings_equipment":0,
               "other_assets":0,
               "total_assets":395528825,
               "total_liabilities":870787,
               "net_assets":394658038,
               "income_total":37717252
            },
            {
               "period_begin":"2022-02-01T00:00:00Z",
               "period_end":"2023-01-31T00:00:00Z",
               "cash_equivalent_investible_assets":21973172,
               "net_investment_income":7673713,
               "adjusted_net_income":0,
               "total_operating_expenses":1705003,
               "contributions":36172950,
               "total_expenses":37877953,
               "expense_accounting":52600,
               "expense_interest":0,
               "expense_legal":16119,
               "expense_professional_fees":1610000,
               "expense_pension_plans":0,
               "expense_publications":0,
               "investments_us_state_govt":0,
               "investments_stocks":0,
               "investments_bonds":0,
               "investments_other":354462908,
               "land_buildings_equipment":0,
               "other_assets":0,
               "total_assets":376436080,
               "total_liabilities":632243,
               "net_assets":375803837,
               "income_total":22816250
            },
            {
               "period_begin":"2021-02-01T00:00:00Z",
               "period_end":"2022-01-31T00:00:00Z",
               "cash_equivalent_investible_assets":1212836,
               "net_investment_income":9540420,
               "adjusted_net_income":0,
               "total_operating_expenses":1872381,
               "contributions":32666460,
               "total_expenses":34538841,
               "expense_accounting":51900,
               "expense_interest":0,
               "expense_legal":6688,
               "expense_professional_fees":1405063,
               "expense_pension_plans":0,
               "expense_publications":0,
               "investments_us_state_govt":0,
               "investments_stocks":0,
               "investments_bonds":145468271,
               "investments_other":269993035,
               "land_buildings_equipment":0,
               "other_assets":0,
               "total_assets":419674142,
               "total_liabilities":910663,
               "net_assets":418763479,
               "income_total":105083193
            },
            {
               "period_begin":"2020-02-01T00:00:00Z",
               "period_end":"2021-01-31T00:00:00Z",
               "cash_equivalent_investible_assets":1489822,
               "net_investment_income":2133879,
               "adjusted_net_income":0,
               "total_operating_expenses":1414286,
               "contributions":32080000,
               "total_expenses":33494286,
               "expense_accounting":50450,
               "expense_interest":0,
               "expense_legal":7313,
               "expense_professional_fees":796842,
               "expense_pension_plans":0,
               "expense_publications":0,
               "investments_us_state_govt":0,
               "investments_stocks":0,
               "investments_bonds":111545641,
               "investments_other":209442000,
               "land_buildings_equipment":0,
               "other_assets":0,
               "total_assets":330477463,
               "total_liabilities":545522,
               "net_assets":329931941,
               "income_total":23288237
            }
         ],
         "f990ez_financials":null,
         "financial_trends_analysis":[
            
         ],
         "financial_documents":[
            {
               "form990_name":"2025 Form 990",
               "form990_year":"2025",
               "form990_url":"https://pdf.guidestar.org/PDF_Images/2025/943/347/2025-943347800-202543499349100119-F.pdf",
               "form990_source":"US IRS"
            },
            {
               "form990_name":"2024 Form 990",
               "form990_year":"2024",
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   }
}

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